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JFannon
Level 2

What is the best way to record debit card purchases in Quickbooks?

Our company just got a debit card and the transactions are showing up on our bank activity.  What is the best way to record these items?  I went into banking and tried to write a check and just changed the check number to debit card, filled in the appropriate info and clicked saved.  When I look at the check register, it did not record this however the expense showed up in the right account.  What am I doing wrong??

2 Comments 2
Jovychris_A
Moderator

What is the best way to record debit card purchases in Quickbooks?

It's good to see you're recording it right, @JFannon.

 

Welcome back to the QuickBooks Community. I'm here to assist you with recording Debit Card charges in QuickBooks Desktop.

 

You're doing the best thing using the Write Checks feature to record the transaction in the QuickBooks system and utilize the check number field to recognize it's a debit charge.

 

Here's how:

  1. Click the Banking tab at the top menu bar.
  2. Select Write Checks.
  3. Make sure to uncheck the box beside Print Later.
  4. On the Check number field, enter Debit Card.
  5. Enter the necessary information.
  6. Click Save & Close.

 

To view the transaction on your register, follow these steps:

  1. Click the Lists tab at the top menu bar.
  2. Select Chart of Accounts.
  3. Double-click the account name.

 

Then, we can match the transactions to reflect the amounts in your check register. However, it's good to consult an accountant to help you identify to account for the numbers.

 

Please don't hesitate to let me know if you need more help concerning the process. You can reach out to the Community team by posting a comment below. Keep safe.

JFannon
Level 2

What is the best way to record debit card purchases in Quickbooks?

Thanks for the info.....this works great.  I appreciate the quick response.  :)

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